+12.5%
IVV vs NIO
-53.4%
+65.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | -0.9% | -1.8% | +0.9% | -0.8% |
| 30D | -2.3% | -6.6% | +4.3% | -1.8% |
| 3M | -1.2% | -29.9% | +28.7% | +1.3% |
| 6M | +3.3% | -46.6% | +49.9% | +7.9% |
| YTD | +12.3% | -36.5% | +48.8% | +15.7% |
| 1Y | +12.5% | -51.1% | +63.7% | +19.5% |
| All | +12.5% | -53.4% | +65.9% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling